2. Create Account: Click on "Create a New Account" and fill in the required details such as account name, contact information, and relevant business details. 3. Philippines Phone Number List Save and Configure: After entering the details, save the account. You can then proceed to configure specific settings, such as call tracking numbers and integration options. Editing Account Details Editing account details allows for maintaining up-to-date information: 1. Access Account Settings: In the "Accounts" section, select the account you wish to edit. 2. Update Information: Modify the necessary fields like contact information, business details, and preferences. 3. Save Changes: Ensure all updates are saved to reflect the changes. Managing the Account Structure Managing the account structure efficiently helps in organising various sub-accounts and clients: 1. Sub-Clients and Users: You can add sub-clients under your main account. This is particularly useful for agencies managing multiple clients.
Hierarchy Setup: Define the hierarchy and user roles to streamline operations. Assign administrators, managers, and users based on their responsibilities. 3. Markup Pricing: Set markup pricing for each sub-client to manage billing and revenue. User Management Inviting Users To fully utilise WildJar, invite your team members and clients: 1. Send Invitations: In the "Users" section, click on "Invite Users" and enter their email addresses. 2. Assign Roles: Assign appropriate roles (e.g., Admin, User, Viewer) based on their responsibilities. 3. Accept Invitations: Invited users will receive an email with instructions to accept the invitation and set up their profiles. Updating User Preferences Users can customise their preferences for a personalised experience: 1. User Settings: Each user can access their settings to update preferences such as notification settings, language preferences, and dashboard layout. 2. Save Preferences: Ensure changes are saved to update the user experience. Managing User Access